Wealth Advisors of Tampa Bay as of Dec. 31, 2020
Portfolio Holdings for Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay holds 73 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.4 | $7.8M | 59k | 132.68 | |
Waste Management (WM) | 3.2 | $4.6M | 39k | 117.93 | |
Microsoft Corporation (MSFT) | 3.0 | $4.3M | 19k | 222.40 | |
Comcast Corp Cl A (CMCSA) | 2.7 | $3.8M | 73k | 52.40 | |
Us Bancorp Del Com New (USB) | 2.7 | $3.8M | 82k | 46.59 | |
Bristol Myers Squibb (BMY) | 2.6 | $3.7M | 60k | 62.02 | |
Corning Incorporated (GLW) | 2.5 | $3.6M | 101k | 36.00 | |
Analog Devices (ADI) | 2.5 | $3.5M | 24k | 147.75 | |
Telus Ord (TU) | 2.4 | $3.5M | 175k | 19.80 | |
Amazon (AMZN) | 2.2 | $3.2M | 990.00 | 3256.57 | |
Amgen (AMGN) | 2.1 | $3.0M | 13k | 229.94 | |
Medtronic SHS (MDT) | 2.1 | $3.0M | 26k | 117.15 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $3.0M | 1.7k | 1752.49 | |
Home Depot (HD) | 2.1 | $2.9M | 11k | 265.58 | |
Intel Corporation (INTC) | 2.0 | $2.9M | 59k | 49.82 | |
Total Se Sponsored Ads (TTE) | 2.0 | $2.9M | 69k | 41.91 | |
Goldman Sachs (GS) | 2.0 | $2.8M | 11k | 263.71 | |
Cisco Systems (CSCO) | 2.0 | $2.8M | 63k | 44.75 | |
salesforce (CRM) | 2.0 | $2.8M | 13k | 222.55 | |
Johnson Ctls Intl SHS (JCI) | 1.9 | $2.7M | 59k | 46.59 | |
General Mills (GIS) | 1.9 | $2.7M | 47k | 58.79 | |
Southern Company (SO) | 1.8 | $2.6M | 43k | 61.43 | |
Ishares Tr Intl Sel Div Etf (IDV) | 1.8 | $2.6M | 88k | 29.47 | |
Pfizer (PFE) | 1.8 | $2.6M | 70k | 36.81 | |
Procter & Gamble Company (PG) | 1.7 | $2.5M | 18k | 139.12 | |
PPL Corporation (PPL) | 1.7 | $2.5M | 88k | 28.20 | |
Bank of New York Mellon Corporation (BK) | 1.7 | $2.4M | 57k | 42.45 | |
McDonald's Corporation (MCD) | 1.7 | $2.4M | 11k | 214.54 | |
Nuveen Insd Dividend Advantage (NVG) | 1.6 | $2.3M | 137k | 16.78 | |
Electronic Arts (EA) | 1.6 | $2.3M | 16k | 143.63 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 1.6 | $2.3M | 149k | 15.10 | |
Tyson Foods Cl A (TSN) | 1.5 | $2.2M | 34k | 64.44 | |
Raytheon Technologies Corp (RTX) | 1.5 | $2.2M | 31k | 71.52 | |
Laboratory Corp Amer Hldgs Com New | 1.5 | $2.1M | 11k | 203.53 | |
ConAgra Foods (CAG) | 1.5 | $2.1M | 58k | 36.27 | |
Hasbro (HAS) | 1.5 | $2.1M | 23k | 93.54 | |
Vmware Cl A Com | 1.4 | $2.0M | 14k | 140.26 | |
Interpublic Group of Companies (IPG) | 1.4 | $1.9M | 83k | 23.52 | |
Truist Financial Corp equities (TFC) | 1.3 | $1.9M | 39k | 47.93 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 1.3 | $1.8M | 119k | 15.37 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 1.2 | $1.7M | 24k | 72.40 | |
At&t (T) | 1.1 | $1.6M | 57k | 28.76 | |
CVS Caremark Corporation (CVS) | 1.1 | $1.5M | 23k | 68.29 | |
Constellation Brands Cl A (STZ) | 1.0 | $1.5M | 6.8k | 219.08 | |
Expedia Group Com New (EXPE) | 1.0 | $1.4M | 11k | 132.39 | |
Boston Scientific Corporation (BSX) | 1.0 | $1.4M | 38k | 35.96 | |
Microchip Technology (MCHP) | 0.9 | $1.4M | 9.8k | 138.13 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.2M | 3.3k | 375.26 | |
Discovery Com Ser A | 0.8 | $1.1M | 38k | 30.09 | |
General Dynamics Corporation (GD) | 0.7 | $1.0M | 7.0k | 148.81 | |
Gilead Sciences (GILD) | 0.7 | $1.0M | 18k | 58.27 | |
Prudential Financial (PRU) | 0.7 | $1.0M | 13k | 78.05 | |
Glaxosmithkline Sponsored Adr | 0.7 | $993k | 27k | 36.80 | |
National Fuel Gas (NFG) | 0.7 | $958k | 23k | 41.14 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $924k | 11k | 81.94 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $841k | 3.6k | 231.87 | |
Sherwin-Williams Company (SHW) | 0.5 | $735k | 1.0k | 735.00 | |
Enbridge (ENB) | 0.5 | $653k | 20k | 31.99 | |
Walt Disney Company (DIS) | 0.4 | $640k | 3.5k | 181.15 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $590k | 4.6k | 127.65 | |
Archer Daniels Midland Company (ADM) | 0.4 | $524k | 10k | 50.37 | |
Alaska Air (ALK) | 0.3 | $471k | 9.1k | 51.99 | |
Nextera Energy (NEE) | 0.3 | $461k | 6.0k | 77.09 | |
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $397k | 4.5k | 87.64 | |
Broadcom (AVGO) | 0.3 | $386k | 881.00 | 438.14 | |
Hershey Company (HSY) | 0.3 | $366k | 2.4k | 152.50 | |
Exxon Mobil Corporation (XOM) | 0.3 | $361k | 8.8k | 41.24 | |
Nuveen Mun Value Fd 2 (NUW) | 0.2 | $329k | 20k | 16.45 | |
Bank of America Corporation (BAC) | 0.2 | $322k | 11k | 30.31 | |
Ishares Tr Short Treas Bd (SHV) | 0.2 | $312k | 2.8k | 110.52 | |
Ishares Tr Global Mater Etf (MXI) | 0.2 | $286k | 3.5k | 81.32 | |
Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.2 | $285k | 19k | 15.00 | |
Valley National Ban (VLY) | 0.1 | $156k | 16k | 9.76 |